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RA CAPITAL ADVISORS 401(K) PLAN 401k Plan overview

Plan NameRA CAPITAL ADVISORS 401(K) PLAN
Plan identification number 001

RA CAPITAL ADVISORS 401(K) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Other welfare benefit cover

401k Sponsoring company profile

RA CAPITAL ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:RA CAPITAL ADVISORS LLC
Employer identification number (EIN):300131085
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RA CAPITAL ADVISORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAYLA MCDOWELL2024-03-05
0012023-01-01KAYLA MCDOWELL2024-09-01
0012022-01-01KAYLA MCDOWELL2023-06-15
0012021-01-01KAYLA MCDOWELL2022-06-29 KAYLA MCDOWELL2022-06-29
0012020-01-01KRISTIN MERCADO2021-08-24 KRISTIN MERCADO2021-08-24
0012019-01-01KRISTIN MERCADO2020-10-14
0012018-01-01KRISTIN MERCADO2019-10-08 JAMES ZEHENTBAUER2019-10-08
0012017-01-01KRISTIN MERCADO2018-05-31
0012016-01-01KRISTIN CALILAN2017-10-11 JAMES ZEHENTBAUER2017-10-11
0012015-01-01KRISTIN CALILAN2016-08-29
0012013-01-01KRISTIN CALILAN2014-07-23 JIM ZEHENTBAUER2014-07-23
0012012-02-01KRISTIN M. CALILAN2013-09-13 JAMES J. ZEHENTBAUER2013-09-13

Plan Statistics for RA CAPITAL ADVISORS 401(K) PLAN

401k plan membership statisitcs for RA CAPITAL ADVISORS 401(K) PLAN

Measure Date Value
2025: RA CAPITAL ADVISORS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-3018
Total number of particpants at end of year2025-07-3017
Number of Participants With Account Balances2025-07-3015
2024: RA CAPITAL ADVISORS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0118
Total number of particpants at end of year2024-09-0118
Number of Participants With Account Balances2024-09-0115

Financial Data on RA CAPITAL ADVISORS 401(K) PLAN

Measure Date Value
2025 : RA CAPITAL ADVISORS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-300
Net assets as of the end of the plan year2025-07-303205435
Total assets as of the beginning of the plan year2025-07-302777849
Value of plan covered by a fidelity bond2025-07-30158144
Participant contributions to plan in this plan year2025-07-3077074
Other income to plan in this plan year2025-07-30297199
Plan net income in this plan year2025-07-30427586
Net assets as of the end of the plan year2025-07-303205435
Net assets as of the beginning of the plan year2025-07-302777849
Employer contributions to plan in this plan year2025-07-3053313
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-300
2024 : RA CAPITAL ADVISORS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-010
Total expenses incurred by plan in this plan year2024-09-010
Net assets as of the end of the plan year2024-09-012777849
Total assets as of the beginning of the plan year2024-09-012208979
Value of plan covered by a fidelity bond2024-09-01100000
Participant contributions to plan in this plan year2024-09-01108825
Other income to plan in this plan year2024-09-01392651
Plan net income in this plan year2024-09-01568870
Net assets as of the end of the plan year2024-09-012777849
Net assets as of the beginning of the plan year2024-09-012208979
Employer contributions to plan in this plan year2024-09-0167394
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-010

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